end customer
also referred to as: end customers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 26, 2026 by David George · across every show →
Everything said about end customer, oldest first
Jan 26, 2026 positive
George: Tech customers capture 90% of economic value while platforms capture 10%
“My rule of thumb is like, 90% of the value goes to the end customers and, you know, 10% of the value goes to the companies serving them, and it turns out that that's just a massive amount of market cap, you know, if you're the 10% that you're capturing.”